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ERPNext

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Non-profits

Open source ERP for non-profits

ERPNext for Non Profits

A complete solution to manage donations, programs, volunteers, and finances—so you can focus on creating impact, not managing complexity.

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Manufacturing companies trust ERPNext worldwide

Manufacturing companies trust ERPNext worldwide

non-profit organizations trust ERPNext worldwide

Manufacturing companies trust ERPNext worldwide

ERPNext is popular among non-profit, here's why

100% open-source: While running a non-profit organization, companies are mindful about spending every cent from the donor. To achieve this, either they have to invest in expensive ERPs or manage the money and accounting manually, both of which aren't good options. ERPNext is a full-scale ERP with a non-profit module that can help organizations manage their end-to-end operations. With 100% open-source, non-profits don't have to break the bank by paying for expensive and rigid ERPs. 

Digitize any operation with no-code low-code Frappe Framework: Non-profits not only need an ERP. They also need digitization of their ground operations. Building each digital journey using custom software is a huge effort and cost. However, Frappe Framework, our very own built-in no-code, low-code web framework reduces ~95% of software development effort and ensures all your operations are recorded and reported. 

Custom reporting/MIS: When we're spending donor money, it is absolutely essential to report and track the ROI and impact. ERPNext's customizability comes to the rescue. With flexible and scalable reporting structures, non-profits can build extensive and effective reports with minimal or no code. 

User-friendly and mobile-friendly: Non-profits cannot (and frankly shouldn't) spend a lot of money to train employees on complex and rigid software. With ERPNext, they don't. ERPNext is extremely user-friendly reducing training time and costs for new teams or volunteers. ERPNext, or any digital application built on Frappe Framework, can be used from anywhere in the world which is insanely helpful to for easy data entry on field locations to record volunteer operations on the ground.

Know where every cent goes

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Our non-profit app adds many features to ERPNext 

Establish trust with accurate accounting

While non-profits don’t function to accrue money, they still need money to run. To ensure a steady flow of funds, non-profits need to ensure to-the-cent tracking of funds and transparency with the stakeholders. This makes managing the money you have just as important as raising more. ERPNext has a sophisticated accounting module that lets you see exactly where every cent goes, so you can rest assured that your money is being spent where it should be.

Let every volunteer do their best

When working towards a noble cause, you’ll find people ready to help who expect nothing in return. ERPNext can help by letting you keep track of all your volunteers’ skills and availability and segregating them by type so you’ll know who’s the best fit for each task.

Record every donation

Non-profits rely heavily on donations made by charitable people or organizations to show their support for their cause. ERPNext helps you keep track of donors and the donations they make by recording important information like donor type, date of donation, mode of payment and payment ID. You can also configure ERPNext to create payment entries automatically on submitting a donation, and create certificates to let donors avail tax deductions.

Apply for grants

Nonprofits can also distribute funds to individuals or organizations through grants. Applicants submit a proposal containing details about themselves, the requested amount, and a description of the project for which they wish to receive funds. An Assessment Manager can then score the application out of ten and decide whether to disburse the grant to the applicant.

Manage your employees

ERPNext helps you keep track of every employee throughout their engagement with your non-profit. You can create detailed profiles of each employee, record goals, track performance, provide feedback, send payslips, track attendance, manage leaves and so much more. ERPNext also helps maintain transparency by letting employees access information based on their roles.

Make every project count

When you’re trying to make the world a better place, there’s always more to be done. Making sense of this chaos is tough, but ERPNext helps you organize your work better by creating projects. View all the key data related to your project in one place, break projects down into tasks and monitor project progress, link expenses directly to projects, track activity, compare actual costs with estimated costs. Get a comprehensive view of each project so you can make the best decisions for it.

Set up chapters

ERPNext lets you create separate branches for each chapter of your non-profit. These chapters can have different chapter heads and be from different regions. Chapter heads can add members directly, or you can set up web forms to allow them to join themselves.

Manage memberships

Memberships help people feel more connected to a cause, and also serve as a stream of steady income for non-profits. ERPNext lets you create membership types and set fees for each. You can then create memberships based on these types and keep records of each member. You can also generate invoices and create payment entries automatically for them, in case they pay membership fees or make donations, or if they provide any goods or services. ERPNext also has a report to help you keep track of expiring memberships.

Prevent cost overruns

Non-profits often only receive funding sporadically, which makes it necessary to create and stick to budgets. ERPNext allows you to create budgets against projects. Once a budget is set, you can configure ERPNext to stop or warn you if you try to make a transaction that will make you exceed it.

Make sure everyone gets paid fairly

Non-profits don’t just have full-time employees, they could also have volunteers and part-time workers who need to get paid as well. A rigid salary structure might not be enough to compensate everyone fairly, you might need to check their attendance, hours worked etc. ERPNext lets you do this with ease by allowing you to create salary slips from fixed salary structures, but also based on timesheets, or even manually.

Update donors on project progress

Never let donors wonder if their money is being spent well. ERPNext calculates project progress based on task completion, task progress or task weight, and it can be configured to send reports to all stakeholders on the progress you’ve made at a preset frequency. 

Work across borders

Non-profits working internationally might need to work in different languages or receive donations from different countries. With translations in over 80 languages, and the ability to transact in 146 currencies, ERPNext lets you work across borders with ease.

Leverage open-source to save licensing cost

If you’re running a non-profit, any funds you might procure should ideally be spent on furthering your cause, not wasted on inflated licensing fees. ERPNext only charges for hosting, It’s significantly cheaper than its proprietary counterparts, starting at only $10 a month, which means you can save your money for what truly counts.

Keep track of assets and stocks

Non-profits often purchase goods, like food, clothing and medical supplies, to distribute to those in need. Keep track of all such goods on ERPNext. Monitor stock levels, predict reorder points, manage suppliers, maintain records of all such donations. ERPNext also lets you manage any assets you might have, like computers and vehicles, that need to be tracked and maintained.

Customize ERPNext to fit your needs

Every organization has unique needs, which is why we’ve made customizing ERPNext a breeze. Create new forms, customize existing ones, set up custom workflows, change user permissions based on roles, create custom reports, design custom print formats—all without writing a single line of code.

Further watching

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Roles & permissions

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